CMS Energy Corp
CMS- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000811156
In the last 90 days, CMS Energy Corp insiders filed 1 open-market purchase and 0 sales; 821 institutions reported holding it in 13F filings for Q2 2026, worth $24.2B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in CMS Energy Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 629
- 0 vs. Q1 2023
- Shares held
- 277.5M
- +5.49M (+2.0%) vs. Q1 2023
- Total value
- $16.3B
- −$388.3M (−2.3%) vs. Q1 2023
- New holders
- 56
- 246 more added
- Sold out
- 56
- 203 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 821 | $24.2B |
| Q1 2026 | 802 | $23.1B |
| Q4 2025 | 801 | $20.5B |
| Q3 2025 | 776 | $21.2B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.5B |
| Q4 2024 | 716 | $18.9B |
| Q3 2024 | 710 | $20.1B |
| Q2 2024 | 686 | $16.6B |
| Q1 2024 | 664 | $16.9B |
| Q4 2023 | 633 | $16.3B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.3B |
| Q1 2023 | 631 | $16.7B |
| Q4 2022 | 636 | $17.2B |
| Q3 2022 | 628 | $15.7B |
| Q2 2022 | 628 | $18.1B |
| Q1 2022 | 636 | $18.6B |
| Q4 2021 | 584 | $17.2B |
| Q3 2021 | 566 | $15.8B |
| Q2 2021 | 575 | $15.5B |
| Q1 2021 | 566 | $15.9B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Putnam Investments LLC | 279,320 | $16.4M | 0.02% | +11,603+4.3% | Added |
| Susquehanna Fundamental Investments, LLC | 273,434 | $16.1M | 0.59% | 00.0% | Unchanged |
| Greenland Capital Management LP | 270,474 | $15.9M | 2.28% | +270,474 | New |
| LMR Partners LLP | 269,636 | $15.8M | 0.36% | +111,696+70.7% | Added |
| New York State Common Retirement Fund | 266,629 | $15.7M | 0.02% | −42,639−13.8% | Reduced |
| Jane Street Group, LLC | 265,666 | $15.6M | 0.02% | +239,714+923.7% | Added |
| Prudential Financial Inc | 265,257 | $15.6M | 0.02% | +2,688+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 263,152 | $15.5M | 0.03% | +25,702+10.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 261,044 | $15.3M | 0.04% | −9,788−3.6% | Reduced |
| Verition Fund Management LLC | 257,401 | $15.1M | 0.24% | −158,681−38.1% | Reduced |
| Lighthouse Investment Partners, LLC | 245,755 | $14.4M | 1.10% | +104,372+73.8% | Added |
| Ensign Peak Advisors, Inc | 235,138 | $13.8M | 0.03% | +94,790+67.5% | Added |
| Alerus Financial NA | 232,411 | $13.7M | 1.16% | +104,105+81.1% | Added |
| Manufacturers Life Insurance Company, The | 226,574 | $13.3M | 0.01% | −3,845−1.7% | Reduced |
| Squarepoint Ops LLC | 224,735 | $13.2M | 0.07% | +5,563+2.5% | Added |
| Nisa Investment Advisors, LLC | 219,659 | $12.9M | 0.09% | −8,574−3.8% | Reduced |
| Covalis Capital LLP | 217,077 | $12.8M | 2.76% | −48,676−18.3% | Reduced |
| BNP Paribas Arbitrage, SA | 215,257 | $12.6M | 0.02% | −30,171−12.3% | Reduced |
| Epoch Investment Partners, Inc. | 201,603 | $11.8M | 0.07% | +8,238+4.3% | Added |
| Illinois Municipal Retirement Fund | 201,083 | $11.8M | 0.24% | +21,970+12.3% | Added |
| Schroder Investment Management Group | 198,224 | $11.6M | 0.02% | +1,218+0.6% | Added |
| Gabelli Funds LLC | 195,125 | $11.5M | 0.09% | 00.0% | Unchanged |
| Voya Investment Management LLC | 191,903 | $11.3M | 0.01% | −752−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 190,561 | $11.2M | 0.02% | +123,900+185.9% | Added |
| Wedge Capital Management L L P | 186,267 | $10.9M | 0.17% | −97,512−34.4% | Reduced |
| Asset Management One Co.,Ltd. | 186,075 | $10.9M | 0.05% | +323+0.2% | Added |
| Hennessy Advisors Inc | 184,598 | $10.8M | 0.78% | −3,600−1.9% | Reduced |
| Westwood Holdings Group Inc. | 183,002 | $10.8M | 0.10% | +3,862+2.2% | Added |
| AQR Capital Management LLC | 182,404 | $10.7M | 0.02% | −25,228−12.2% | Reduced |
| LPL Financial LLC | 181,999 | $10.7M | 0.01% | +17,427+10.6% | Added |
| AMF Pensionsforsakring AB | 180,883 | $10.6M | 0.10% | +180,883 | New |
| State of Wisconsin Investment Board | 180,392 | $10.6M | 0.03% | −9,584−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 174,875 | $10.3M | 0.04% | +3,690+2.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 167,783 | $9.86M | 0.04% | −1,476−0.9% | Reduced |
| Great West Life Assurance Co | 162,601 | $9.60M | 0.02% | −6,312−3.7% | Reduced |
| First American Trust, FSB | 160,517 | $9.43M | 1.30% | +2,969+1.9% | Added |
| SG Americas Securities, LLC | 159,341 | $9.36M | 0.08% | +156,058+4,753.5% | Added |
| State of New Jersey Common Pension Fund D | 153,176 | $9.00M | 0.03% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 149,631 | $8.79M | 0.23% | +149,631 | New |
| Toronto Dominion Bank | 147,185 | $8.64M | 0.01% | +12,871+9.6% | Added |
| Holocene Advisors, LP | 146,035 | $8.58M | 0.04% | +46,575+46.8% | Added |
| Calamos Advisors LLC | 142,474 | $8.37M | 0.04% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 138,969 | $8.16M | 0.08% | −3,700−2.6% | Reduced |
| CIBC Asset Management Inc | 136,869 | $8.04M | 0.03% | −2,394−1.7% | Reduced |
| Susquehanna International Group, LLP | 133,052 | $7.82M | 0.01% | −52,403−28.3% | Reduced |
| Andra AP-fonden | 127,900 | $7.51M | 0.19% | −8,800−6.4% | Reduced |
| HITE Hedge Asset Management LLC | 127,784 | $7.51M | 0.87% | −21,471−14.4% | Reduced |
| Treasurer of the State of North Carolina | 127,140 | $7.47M | 0.04% | +540+0.4% | Added |
| Natixis Advisors, L.P. | 121,581 | $7.14M | 0.02% | +8,981+8.0% | Added |
| Nicholas Company, Inc. | 119,925 | $7.05M | 0.13% | 00.0% | Unchanged |
| Howe & Rusling Inc | 115,565 | $6.79M | 0.76% | +231+0.2% | Added |
| Guggenheim Capital LLC | 110,831 | $6.51M | 0.05% | −9,784−8.1% | Reduced |
| NewSquare Capital LLC | 107,174 | $6.30M | 0.65% | +6,650+6.6% | Added |
| Assenagon Asset Management S.A. | 107,098 | $6.29M | 0.02% | −342,922−76.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 104,400 | $6.13M | 0.04% | +369+0.4% | Added |
| GQG Partners LLC | 102,093 | $6.00M | 0.01% | −24,532−19.4% | Reduced |
| SEI Investments Co | 101,653 | $5.97M | 0.01% | −2,212−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 100,395 | $5.90M | 0.07% | −259,560−72.1% | Reduced |
| Mattern Capital Management, LLC | 100,362 | $5.90M | 0.96% | +3,731+3.9% | Added |
| Chartwell Investment Partners, LLC | 97,986 | $5.76M | 0.21% | +25,146+34.5% | Added |
| Advisor Group Holdings, Inc. | 97,188 | $5.71M | 0.01% | +40,951+72.8% | Added |
| ING Groep NV | 96,662 | $5.68M | 0.04% | +5,868+6.5% | Added |
| New England Asset Management Inc | 95,803 | $5.63M | 0.82% | +68,250+247.7% | Added |
| IFM Investors Pty Ltd | 94,753 | $5.57M | 0.07% | +30,965+48.5% | Added |
| Stifel Financial Corp | 93,606 | $5.50M | 0.01% | −1,651−1.7% | Reduced |
| Logan Capital Management Inc | 93,460 | $5.49M | 0.26% | −1,206−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 92,027 | $5.41M | 0.01% | −57,258−38.4% | Reduced |
| Decade Renewable Partners LP | 89,040 | $5.23M | 2.42% | −125,530−58.5% | Reduced |
| Korea Investment CORP | 84,311 | $4.95M | 0.01% | −6,262−6.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 83,623 | $4.91M | 0.10% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 82,462 | $4.84M | 0.09% | +2,059+2.6% | Added |
| Intech Investment Management LLC | 81,343 | $4.78M | 0.05% | −294,795−78.4% | Reduced |
| State of Michigan Retirement System | 80,199 | $4.71M | 0.03% | +200+0.3% | Added |
| Capital Group Private Client Services, Inc. | 79,668 | $4.68M | 0.06% | −1,728−2.1% | Reduced |
| Arizona State Retirement System | 79,594 | $4.68M | 0.04% | −4,790−5.7% | Reduced |
| American International Group, Inc. | 78,970 | $4.64M | 0.03% | −74−0.1% | Reduced |
| HighTower Advisors, LLC | 76,167 | $4.47M | 0.01% | +3,525+4.9% | Added |
| Captrust Financial Advisors | 74,552 | $4.38M | 0.02% | −3,446−4.4% | Reduced |
| Nomura Asset Management Co Ltd | 74,390 | $4.37M | 0.02% | −710−0.9% | Reduced |
| MetLife Investment Management | 74,007 | $4.35M | 0.03% | −1,118−1.5% | Reduced |
| Amalgamated Bank | 73,005 | $4.29M | 0.03% | −2,993−3.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 72,651 | $4.27M | 0.02% | +68,874+1,823.5% | Added |
| Amica Mutual Insurance Co | 72,325 | $4.25M | 0.48% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 71,843 | $4.22M | 0.02% | +1,508+2.1% | Added |
| Opus Investment Management Inc | 71,800 | $4.22M | 1.52% | 00.0% | Unchanged |
| Van Eck Associates Corp | 70,881 | $4.16M | 0.01% | +2,186+3.2% | Added |
| Zimmer Partners, LP | 70,750 | $4.16M | 0.10% | −368,871−83.9% | Reduced |
| USS Investment Management Ltd | 69,658 | $4.09M | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 67,062 | $3.94M | 0.01% | −40.0% | Reduced |
| Retirement Systems of Alabama | 66,287 | $3.89M | 0.02% | −19,801−23.0% | Reduced |
| Forsta Ap-Fonden | 65,300 | $3.84M | 0.04% | −900−1.4% | Reduced |
| Public Sector Pension Investment Board | 64,058 | $3.76M | 0.03% | −454−0.7% | Reduced |
| Benjamin Edwards Inc | 61,325 | $3.60M | 0.84% | +1,611+2.7% | Added |
| Texas Permanent School Fund | 61,145 | $3.59M | 0.03% | +421+0.7% | Added |
| Tudor Investment Corp Et Al | 60,783 | $3.57M | 0.06% | +60,783 | New |
| DekaBank Deutsche Girozentrale | 60,632 | $3.54M | 0.01% | −7,501−11.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 60,196 | $3.54M | 0.01% | +17,207+40.0% | Added |
| DnB Asset Management AS | 58,982 | $3.47M | 0.02% | −408−0.7% | Reduced |
| Assetmark, Inc | 58,904 | $3.46M | 0.01% | +7,066+13.6% | Added |
| Intact Investment Management Inc. | 58,700 | $3.45M | 0.14% | +19,500+49.7% | Added |